US gas producers are gearing up to meet the rising demand from data centers, with analysts predicting the emergence of data center hot spots near natural gas supplies. Tesla's Supercharger network faces uncertainty after profitable operations and layoffs. Dominion Energy CEO notes a significant increase in power demand from data centers. The surge in data center power demand is expected to more than double by 2028, driving bullish sentiments for copper, utilities, and data center components.
"The clean-energy goals of companies and governments are running up against the need for projects to break ground fast. So far, climate advocates fear the imperatives of growth mean more fossil fuels." There’s Not Enough Power for America’s High-Tech Ambitions https://t.co/mrM0E5f4ig
A lot of this is about managing to optics rather than outcomes. “Climate crisis is a catastrophe, bigger than any one nation can handle, let’s build solar panels and EVs globally with haste.” “Oh no, China is dominating in solar panels and EVs, let’s slow them down.” https://t.co/6P2oWrxOkQ
Will Illinois’s nascent Quantum Computing industry require as much power as booming data centers in Georgia do? Good read from @WSJ There’s Not Enough Power for America’s High-Tech Ambitions https://t.co/HWnQ7v6Hf8
$CEG $VST There’s Not Enough Power for America’s High-Tech Ambitions: Georgia is a magnet for data centers and other cutting-edge industries, but vast electricity demands are clashing with the newcomers’ green-energy goals https://t.co/9U8IIazP2I
MyPOV: without adequate charging EVs are doomed to failure. @Tesla Turmoil Means Make-or-Break for EV Charging https://t.co/SF40AYIiuE
The clean-energy goals of cutting-edge companies flooding into Georgia are running up against the need to break ground fast. Climate advocates fear this means more fossil fuels. https://t.co/VTbCO72D8E via @WSJ
Data center power demand is set to more than double from 2023 levels by 2028 That adds to the bullish thesis for copper, utilities, and of course all of the components that go into data centers as they scale up https://t.co/pxu7LdF3xQ
MyPOV: first principles. you want EV, you want Cloud, you want AI? The clean-energy goals of cutting-edge companies flooding into Georgia are running up against the need to break ground fast. Climate advocates fear this means more fossil fuels. https://t.co/1oT7GU2YbA via @WSJ
AI needs vast amounts of processing power, which requires a great deal of electricity. Not just any power will do, however. Tech titans want theirs to be clean https://t.co/NzkiNqBI0C 👇
A charging adapter giving drivers access to Tesla’s Superchargers can help alleviate one of the biggest problems holding back EVs, writes Abigail Bassett. But recent Tesla layoffs make things more complicated than they need to be: https://t.co/FZ22QRbdCZ https://t.co/D2CPbXIO5W
Dominion Energy CEO: "For some context, historically, a single data center typically had a demand of 30 megawatts or greater. However, we're now receiving individual requests for demand of 60 to 90 megawatts or greater and it hasn't stopped there" $D https://t.co/SwnzoURsyb
EVs to place further drain on overused power grid @WashTimesOpEd https://t.co/0DBL0DXbxT
Tesla's Supercharger team was given 'super-duper crazy' targets, then axed by Musk despite being profitable, @TDeChant reports for @TechCrunch. I guess when you're squeezed, you cut with a chainsaw not a scalpel! #TeslaDrama 🚗💨 https://t.co/SDYpAgnzsX https://t.co/hmcpoMSsDa
SCOOP: Tesla's Supercharger was profitable when Elon Musk laid off the entire team. Here's what one insider said happened in the days leading up to the layoffs. https://t.co/bCp7jKe7wn
US Gas Producers Prepare to Pounce on Data Center Demand - Energy Intel Analysts believe data center hot spots will emerge where there's easy access to natural gas supplies, and the upstream sector is adjusting its plans accordingly
Tesla’s profitable Supercharger network is in limbo after Musk axed the entire team https://t.co/rQ3HDfhT7o